Define Contract Templates

This component allows administrators to define a contract template by identifying a contract type and family and the clauses included within the contract.

To Define a Contract Template:

1. On the EmpowHR Main Menu page, select the Workforce Administration menu group.
2. Select the Job Information menu.
3. Select the Contract Administration menu item.
4. Select the Define Contract Templates component. The Define Contract Templates page - Find an Existing Value tab is displayed.

   

5. Complete the fields as follows:

   Field	Description/Instruction
   SetID	Enter the beginning specific character or characters of the SetID. OR Click the down arrow for additional options to narrow results. OR Click the search icon to select a SetID. OR Enter the SetID.
   Contract Template ID	Enter the beginning specific character or characters of the Contract Template ID. OR Click the down arrow for additional options to narrow results. OR Enter the contract template ID.
   Description	Enter the beginning specific character or characters of the description. OR Click the down arrow for additional options to narrow results. OR Enter the description.
   Contract Family	Enter the exact contact family. OR Click the down arrow for additional options to narrow results. OR Click the down arrow to select the contract family from the second drop-down list. Valid values are Regular and Temporary.
   Include History	Check this box if applicable.
   Correct History	Check this box if applicable.
   Case Sensitive	Check this box if applicable.

6. Click Search to search for the values entered. Select the applicable value. The Contract Template Table page is displayed.

   OR

   Click Clear to clear all entries.

   OR

   Select the Add a New Value tab. The Define Contract Templates page - Add a New Value tab is displayed.

   

7. Complete the fields as follows:

   Field	Instruction
   Contract Clause	Enter the contract clause number.

8. Click Add to add the new value entered. The Contract Template Table page is displayed.

   

9. Complete the fields as follows:

   Field	Description/Instruction
   Contract Template ID	Populated with the contract template ID entered or selected in the search criteria.
   SetID	Populated with the SetID entered or selected in the search criteria.
   Contract Template	Instruction
   *Effective Date	Required field. Enter the effective date or select a date by clicking the calendar icon.
   *Status	Required field. Select the status from the drop-down menu. Valid values are Active and Inactive.
   *Description	Required field. Enter the description.
   Short Description	Enter the short description.
   Contract Type	Enter the contract type or select a type by clicking the search icon.
   *Contract Family	Required field. Select the contract family from the drop-down menu. Valid values are Regular and Temporary.
   Contract Content	Enter the applicable contract content.
   Contract Clauses	Description/Instruction
   *Sequence	Required field. Enter the sequence number.
   *Contract Clause	Required field. Enter the contract clause or select a clause by clicking the search icon.
   Description	Populated based on the contract clause entered or selected.
   Clause Status	Select the clause status from the drop-down menu. Valid values are Optional and Required.
   Contract Task Orders	Instruction
   Task Order #	Enter the task order number.
   Begin Date	Enter the begin date or select a date by clicking the calendar icon.
   End Date	Enter the end date or select a date by clicking the calendar icon.
   Description	Enter the description.
   Comments	Enter the applicable comments.

   At this point, the following options are available:

   Step	Description
   Click Save	Saves the new data entered.
   Click Notify	Notifies the next individual in the workflow.
   Click Add	Returns the user to the applicable page to Add data.
   Click Update/Display	Returns the user to the applicable page to update the data entered.
   Click Include History	Includes historical data.
   Click Correct History	Returns the user to the applicable page to correct history data.